Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RED DOOR WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 195 | 518,955,286 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PRUDENTIAL FINL INC | COM | 151 | $472,770 | 4,027 | 0.00 | 0.00 | -69 | -1.68 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 152 | $454,972 | 9,240 | 0.00 | 0.00 | 6 | 0.06 | 03-31-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 153 | $446,923 | 1,789 | 0.00 | 0.00 | 132 | 7.97 | 03-31-2024 |
| EMERSON ELEC CO | COM | 154 | $445,174 | 3,925 | 0.00 | 0.00 | -193 | -4.69 | 03-31-2024 |
